Dakota Wealth Management
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,437,945
+$1,277,417 QoQ
Shares Held
18,020
-18.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#730
of 2,437 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dakota Wealth Management holds $138,856,380 across 10 Software - Infrastructure names. CRWD ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
250,746 | $93,533,272 | |
| 2 | PANW |
Palo Alto Networks Inc
|
56,023 | $19,104,963 | |
| 3 | ORCL |
Oracle Corp
|
65,055 | $9,533,810 | |
| 4 | GEN |
Gen Digital Inc.
|
244,408 | $6,083,315 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
18,020 | $3,437,945 | |
| 6 | FFIV |
F5, Inc.
|
7,140 | $2,969,954 | |
| 7 | NTCT |
Netscout Systems Inc
|
55,746 | $2,427,738 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,323 | $1,278,579 |
All Filings in CRWD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,437,945 | 4,505 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,160,528 | 5,534 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $4,387,124 | 9,359 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 | $4,474,717 | 9,125 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $13,901,107 | 27,294 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,901,816 | 5,394 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $294,257 | 860 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,073,639 | 3,828 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $14,979,280 | 39,091 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,281,398 | 3,997 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $999,833 | 3,916 | Shares | Sole | 2024-01-30 | |
| 2021-12-31 | $545,658 | 2,665 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,146,396 | 8,733 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,729,264 | 6,881 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $206,053 | 1,129 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $438,043 | 2,068 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||